Executive Trust Officer

1 month ago

Vancouver, Canada TD Bank Full time

**Work Location**:
Vancouver, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
91,200 - 136,800 CAD

**KEY ACCOUNTABILITIES**

**CUSTOMER**
- Facilitate the integration of Trust products by clearly understanding the evolving needs and circumstances of the clients and by working closely with business partners to ensure all Trust needs are identified and fulfilled
- Identify further client needs and sales opportunities from within the existing client base
- Ensure identified prospective PT clients receive the PT services they require and other referral opportunities to TDBG and Wealth partners
- Relationship management of the largest and most complex and technical client accounts and clients involving professional practice and the exercise of judgment in discretionary matters and supervision of tax, investment and administrative services provided by internal partners
- Create a comprehensive advice plan for clients with complex needs and possesses the requisite skills to advise in niche areas where appropriate
- Establish and maintain relationships with existing clients and with those referred as business development opportunities by the Estate and Trust Advisor

**SHAREHOLDER**
- Implement sales strategies to retain clients, sales opportunities and referrals in order to increase profitability and enable business growth
- Support the growth of the center’s book of business by acting as a specialist resource for PWM Partners
- Identify opportunities within the existing book of clients to refer to Wealth, Commercial and other parts of TDBG
- Identify, suggest and actively participate in process improvement opportunities
- Actively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
- Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

**EMPLOYEE / TEAM**
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Provide thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
- Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

**BREADTH & DEPTH**
- Highly seasoned professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas
- Integrate knowledge of the enterprise sub-function’s or business line’s overarching strategy
- Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the clients
- Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or assist with business development focuses
- Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
- Guides and influences clients and stakeholders; converts information to compelling business context and advice at increasingly senior levels
- Works autonomously as the 'lead' and coaches and guides members within area of expertise
- Reports to the Private Trust Manager

**EXPERIENCE & EDUCATION**
- Undergraduate degree
- 8+ years of industry experience
- Canadian Securities Course
- TEP - Trust & Estate Practitioner
- Professional Designations such as MBA, CA, LLB, CFA etc. are desirable, however are not required

**Who We Are**:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

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